Solving FBS Contact, Calendar & Event Challenges

Call Date

Apr 24, 2025

Primary Topics

CRM, PAS

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Call Description

In this open Q&A session, coaches received expert guidance on handling FBS platform issues, including uploading and emailing large contact lists, understanding email warm-up protocols, and resolving event calendar slot problems. The call also covered troubleshooting client portal and assessment visibility, customizing workflows for unique live events like lunch-and-learns, and leveraging the Lead Connector app for mobile management. Practical solutions and step-by-step walkthroughs were provided, making this call a valuable resource for coaches navigating FBS’s more advanced features.

Why this call matters

  • Clarifies FBS contact and email sending limits, plus best practices for deliverability.

  • Provides a step-by-step fix for event calendar slot and booking issues.

  • Explains how to troubleshoot and escalate client portal and assessment problems.

  • Shows how to request and implement custom event workflows for unique use cases.

  • Highlights mobile management options via the Lead Connector app.

Key Points:

  1. Contact & Email Sending Limits (02:00) – Guidance on uploading large lists (25,000+), consent requirements, and email warm-up protocols.
  2. Event Calendar Slot Troubleshooting (07:00) – How to fix workshop/event slots showing in half-hour increments by adjusting duration and Google Calendar settings.
  3. Google Calendar Integration (13:00) – Why marking time as “free” vs. “busy” affects event availability and how to prevent double-booking.
  4. Mobile Management with Lead Connector (18:00) – Using the Lead Connector app for FBS features on the go.
  5. Client Portal & Assessment Visibility (23:00) – Steps to resolve missing action steps/assessments after client transfers and when to escalate to support.
  6. Profile & Licensee Settings (32:00) – Clarification on profile display for coaches under licensees and how to request changes.
  7. Custom Live Event Workflows (36:00) – How to set up and request custom workflows for unique events like lunch-and-learns, including data needed for support.
  8. Group Coaching & Event Templates (41:00) – When to use standard live event templates vs. custom solutions for marketing and group coaching.

Key Takeaways:

  • Always ensure contact consent and follow email warm-up to protect deliverability.
  • Fix event slot issues by syncing FBS and Google Calendar settings and marking time as “free” only when appropriate.
  • Use the Lead Connector app for mobile access to contacts, calendars, and conversations.
  • For custom events, provide all venue and attendee details to support for workflow setup.
  • Escalate persistent portal or assessment issues to FBS support with client details.

Notable Quotes:

  • “You want to ensure that these are persons who have given consent to actually receive the messages from you.”
  • “If you have your event coming up…set it up within your FPS, you can do the very first booking for it, meaning that it’s going to block off that entire slot.”
  • “Anything at all you can reach out to us support at focus.com.”

Action Steps from the Call

  1. Review your contact list for consent and follow email warm-up protocols before mass emailing (02:00).
  2. Adjust event duration and Google Calendar settings to fix booking slot issues (07:00, 13:00).
  3. Download and use the Lead Connector app for mobile FBS management (18:00).
  4. For custom live events, email support with all event details for workflow setup (36:00).
  5. Send client details to support if portal or assessment access issues persist (23:00).

Resources & Tools Mentioned:

  • FBS (Focused.com Business Suite): CRM, event, and workflow management platform.
  • Lead Connector App: Mobile app for managing FBS contacts, calendars, and conversations.
  • Google Calendar: Integration for event availability and booking management.
  • Support at Focused.com: Direct channel for troubleshooting and custom workflow requests.

Call Date: April 24, 2025

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